NWWA
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New Wave Wealth Advisors’s General Dynamics GD Stock Holding History

New Wave Wealth Advisors’s Portfolio GD Stock Details GD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-733
Closed -$247K – 198
2025
Q4 		$247K Buy
733
+31
+4% +$10.6K 0.09% 159
2025
Q3 		$239K Buy
+702
New +$221K 0.09% 149
2025
Q1 		– Sell
-858
Closed -$226K – 336
2024
Q4 		$226K Sell
858
-33
-4% -$9.5K 0.09% 125
2024
Q3 		$269K Sell
891
-44
-5% -$12.9K 0.12% 116
2024
Q2 		$271K Buy
+935
New +$274K 0.15% 109

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

New Wave Wealth Advisors's GD Position: Q1 2026 in Review

New Wave Wealth Advisors sold out of General Dynamics (GD) in Q1 2026, closing a stake of 733 shares — an estimated $247K sold.

New Wave Wealth Advisors first reported a position in GD in Q2 2024 and held it in 5 quarters. The position peaked at $271K in Q2 2024. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • New Wave Wealth Advisors reported no remaining General Dynamics position as of Q1 2026 after selling out during the quarter.
  • New Wave Wealth Advisors sold 733 General Dynamics shares in Q1 2026, an estimated $247K.
  • New Wave Wealth Advisors first reported a position in General Dynamics in Q2 2024 and held it in 5 quarters.
  • New Wave Wealth Advisors's General Dynamics position peaked at $271K in Q2 2024.
  • 2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

Based on New Wave Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.